Working together to build a great business
applications partner ecosystem
Solving complex customer problems often requires integration between a wide variety of applications, services, and solutions. The FinancialForce Ready-App program helps partners with complementary solutions to team with us to bring greater value to our customers. If you develop, market and sell your own applications it might make sense for us to go to market together.BECOME A PARTNER
Human Capital Management
Human Capital Management plays an important role in an ERP system, particularly for service-based companies. FinancialForce is the customer-centric ERP for time & talent optimization, business model agility, and predictive insights. Your employees expect to do their best work by leveraging world-class solutions to keep their workday humming along.
In order to deliver on the requirements of our customers who need a comprehensive HCM offering, FinancialForce has a strategic alliance with ADP, one of the world’s largest payroll and human resources solutions providers. This strategy provides a comprehensive HCM solution for our customers - by connecting ADP to our PSA and Accounting solutions.
Global Payments Solution
Put FinancialForce and your wider Salesforce offering in complete control of the payment collection process. Doing so, will transform your customer experience, business processes, compliance/security, cash flow and more. Asperato are the platform leaders when it comes to global payment collection, leveraging the powerful processing capabilities of the world’s leading payment service providers such as GoCardless, Stripe, Worldpay (from FIS), Adyen, Cybersource, Opayo and many more. Loved by finance teams, technical teams and users, the Asperato solution is always the recommended choice for Financialforce customers and comes with the unique assurance that it is always fully tested and up to date with Financialforce releases.
Tax Compliance Automation
Sales tax management is a non-revenue-generating burden on your business. If your company is experiencing growth, adding new products, expanding routes to market or adding additional office locations, you could face sales and use tax compliance headaches.. Worse yet, you may be calculating, filing or remitting tax incorrectly, exposing your business to greater audit risk, without even knowing it.
Doing sales tax right in FinancialForce is simple with Avalara AvaTax. AvaTax’s connectors to FinancialForce Accounting and SCM automatically validate the ship-to address, then calculate sales tax in real time for each transaction — all without leaving the FinancialForce platform. Avalara’s Compliance Cloud Platform is continuously updated with the latest sales tax rates, rules and boundaries. Our integration with FinancialForce is seamless, as are our integrations with a number of other Salesforce Apps, so making the switch to Avalara immediately is simple and fast.
Leave the taxing part of your business to Avalara and FinancialForce and get back to what really matters: your profits. Join the tens of thousands of businesses that use AvaTax … and do sales tax right.
Cloud Budget is a powerful, yet affordable cloud budgeting solution for small and medium sized organizations that have outgrown spreadsheet approaches.
- Enterprise class budgeting that is affordable, scalable, and secure
- The ability to coordinate and communicate with your team via robust workflow controls and Chatter
- Mistake free budgets
- Analytical dimensions and true multi-currency functionality
- 100% native to the Salesforce.com platform allows for easy integration with other force.com apps
Document Automation - eSignatures, CLM
Conga is the developer of the most popular document generation and reporting solutions for Salesforce. In partnership with Conga, FinancialForce now offers Conga functionality within our FinancialForce Financial Management solutions. Users can now create richly formatted complex documents, invoices, statements, project summary reports and financial reports directly from FinancialForce object data.
Cloud Data Protection Platform for Salesforce
People assume that if it’s in the cloud, it’s protected. But for most SaaS apps like Salesforce there is a shared responsibility for keeping data safe. What do we mean by shared responsibility? Think about your CRM platform as a multi-tenant apartment building. As a renter, you shouldn’t have to worry about the building’s structural integrity, power going out, or the maintenance of shared spaces and amenities. But what happens on the inside of your unit (i.e., your instance of Salesforce), like accidentally deleting data, is your responsibility. It’s this concept that has led us to where we are today: the number one Cloud Data Protection Platform for Salesforce with over 3,000 customers across every industry.
Planning Budgeting & Forecasting, Consolidations
Vena connects people, existing systems and data to power finance-led business planning and real time reporting. Our Excel interface combines unmatched integrated planning capabilities with the world’s leading spreadsheet platform so cross-functional teams can work together under a shared vision. Vena gives you ease of use, flexibility, performance and scalability on a connected platform. Integrate data in real time and perform finance-led planning processes, such as budget orchestration, agile forecasting, scenario modeling, reporting and analytics, financial consolidation and more with ease. Over 800 of the world’s smartest companies map out their growth journeys with Vena. For more information, visit: www.venasolutions.com.
Human Capital Management
XCD is more than just HR and Payroll software - it's a complete solution designed to make the complex simple and allow human resources to thrive again within the business.
We achieve this, not only through continuous improvement and development of the solution itself, but by working in complete partnership with you, helping you tackle all of your HR and Payroll challenges head on.
Our formula for success starts with this - scoping out the real issue with you to identify how the XCD system can help transform your human resources.
We like to think big but start simple, phasing implementation to ensure you get the basics sorted simply. Then, you set the pace and direction for the rest of the journey.
With XCD, implementation is swift and secure, and enables you to improve your HR performance over time. Your dedicated HR implementation consultant will be with you every step of the way.
Configure Price Quote for Services
Selling services requires a unique set of capabilities that are not available in traditional CPQ platforms: timelines, roles and skills, tasks, milestones, projects, services pricing models and service type mix, and automated proposal generation. Zimit Services CPQ is purpose-built for selling services, delivering a more efficient process, with seamless integration with FinancialForce PSA, resulting in a real time view of demand and capacity from opportunity to delivery.
Payment & Cash Management
Access Pay offers Cloud-Based Straight Through Processing solutions for payments and cash management that focus on reducing complexity and simplifying complicated procedures.
Their solutions are fully ERP and file agnostic, allowing them to seamlessly integrate with their clients’ existing systems and improve their bank connectivity.
AccessPay helps clients become more proactive, freeing up valuable time for them to focus on strategic analysis and long term planning.
Accounts Payable & Payment Automation
AvidXchange revolutionizes the way companies pay their bills. Their software-as-a-service solution has automated the invoice and payment process for more than 6,000 clients throughout North America spanning multiple industries.
AvidXchange provides a complete accounts payable and payment automation solution that integrates to FinancialForce ERP so customers can:
- Eliminate manual data entry
- Reduce vendor processing time from 28 days to an average of 2.7 days
- Eliminate filing cabinets and lost or missing invoices
- Reduce processing costs by up to 60% or more
- Facilitate 100% of payments, regardless of how the vendor wants to be paid
Founded in Boston, Massachusetts in 1999, B2BGateway is the world leader in the provision of a cloud-based, fully-integrated EDI & API Connectivity solutions for Financial Force users.
B2BGateway’s Financial Force solution is 100% built and maintained by B2BGateway developers. B2BGateway’s solution allows for hassle free, reliable and the seamless exchange of any business documents such as purchase orders, invoices, inventory updates, and advanced shipping notices via any communication method (FTP, AS2, HTTP, API, etc.) and any file type (X12, XML, EDIFACT, CSV, etc.).
B2BGateway’s EDI & API Connectivity solutions for Financial Force are simple to use, competitively priced, highly effective and can increase profitability by reducing the costs associated with manual data entry errors.
Customer Feedback & Surveys
Clicktools is the premium feedback software for business. It enables organizations to improve customer experience by collecting, centralizing, and acting on customer feedback, using surveys, call scripts, and web forms that integrate with CRM. Notably, Clicktools was the first survey provider to integrate with Salesforce™ and was an original member of the AppExchange®. The solution offers enterprise-class features including dozens of question types, smart CRM mapping, dynamic text and questions, multi-language, mobile-friendly surveys, reporting and dashboards, data integrity management, an add-on text analysis solution, and more.
With Clicktools, you can create customer and employee surveys of any kind and combine the responses directly with your FinancialForce solution - all in real time. The result is greater customer satisfaction and loyalty, and a more engaged workforce.
Loan Origination, Lease Management
Cloud Lending Solutions is a financial services technology company offering a cloud-based, end-to-end lending platform delivering innovation, cost savings, and agility to banks, alternative finance, and equipment lessors. Cloud Lending Solutions digitizes origination, underwriting, servicing, and collections, creating a best-in-class customer experience, supporting consumer, commercial, small business, marketplace lending, and equipment leasing of all sizes.
Cloud Lending Solutions partnership with FinancialForce Accounting (FFA) bring core accounting functions - General Ledger, Invoicing, Accounts Receivable and Accounts Payable - all on the Salesforce platform via the integration with the Cloud Lending Loan or Cloud Lending Lease. By leveraging both Cloud Lending Solutions and Financial Force, clients deploy loan or lease solutions in a highly efficient, error-free and cost-effective solution.
Similar to FinancialForce, Cloud Lending Solutions is also a Salesforce ISV Strategic Partner.
Complete EDI provides the world’s easiest, fastest, and most flexible solutions for the Electronic Data Interchange (EDI) industry to help you efficiently connect your trading partners and extend the value of your investment through our market-leading products and world-class support.
Jitterbit EDI, powered by Complete EDI, uses an Industry leading Transformation Engine powered by Jitterbit, with advanced capabilities tailored to EDI that allow for seamless integration to additional systems (ERP & CRM back office) to extend the power of connecting more deeply with your trading partners and add significantly greater value as a product.
DocuSign transforms how people work, live and connect by providing the freedom to finish business faster on the world’s most trusted electronic signature network. Accessible anytime, anywhere, on any device, the DocuSign Global Network connects companies to their customers, partners, suppliers and employees where they can transact business with confidence. Customers of all sizes solve their paper problems by easily replacing manual, paper-based methods to decrease contract cycle times, reduce costs, improve visibility and control, and enhance customer satisfaction. DocuSign helps your world work better with the easiest, fastest, most secure way to send, sign, track and store documents in the cloud.
eBenefits Network is a long-standing partner of the nation’s leading human capital management (HCM) vendors, saving customers time and money by automating employee benefits enrollment through carrier connections and digital forms. With feeds in place since 2005, they have relationships established with 300+ carriers nationwide, processing millions of data points across thousands of feeds.
Employee Expense Management
Simply put, Expensify makes expense reports that don’t suck! With an automatic, two-way FinancialForce integration, every step of the expense management process from receipt capture through approval workflows to reimbursement is automated.
Expensify integrates with FinancialForce Accounting, Professional Services Automation, and Services Resource Planning. With just the click of a button, import all of your FinancialForce expense categories, accounts, projects, assignments, and milestones into Expensify for coding expenses, then export all of this information into FinancialForce for billing clients and capturing a real-time view of your company’s expenses.
Designed with both the end-user and the accountant in mind, Expensify is the only expense management partner of CPA.com and is the leading expense management solution for FinancialForce clients.
Fastpath Fastpath provides comprehensive cloud-based audit solutions to automate and simplify SOX compliance for FinancialForce. Our team has developed audit templates, segregation of duties rules and key out of the box audit reports that make continuous compliance achievable.
Fastpath Assure tells you who has access to your FinancialForce data, and where the risks are in that access.
With Fastpath Assure, you can analyze segregation of duties conflicts, review and sign off on controls, generate compliance reports, create new FinancialForce users, see SOD conflicts before they are created, and edit/terminate existing FinancialForce users.
Jitterbit delivers a powerful Cloud based integration platform which simplifies and accelerates the design, deployment and management of data, application and API integration. Their Clicks Not Code approach enables clients of all sizes to leverage data across their organizations to drive measurable business value and extend their technology investments. Jitterbit’s Standards based connectivity along with packaged connectors. Allows customers to unlock the value of both cloud and on-premise based technology solutions. 75% of customers are live in 30 days or less.
Customer & Credit Card Payments
Linvio specializes in "cloud-based" solutions for Salesforce.com users. Whether you are a start-up, a non-profit, or a Fortune 500 enterprise, cloud-based computing can help your business operate more efficiently, more effectively, and at the same time reduce costs. Their mission is to help companies of all sizes cut costs, and operate like businesses twice their size.
Payment Connect manages credit card, echeck and hosted web payments from inside Salesforce CRM and FinancialForce Accounting . PaymentConnect integrates with PayPal, Google Checkout, Authorize.Net, eWay and WorldPay. Standard integration provided to generate appropriate Invoice, Cash Entry and Journal documents within FinancialForce Accounting.
Oz Development is the provider of OzLINK. OzLINK is a set of cloud-based solutions that integrate and extend applications in order management process. OzLINK streamlines functions from eCommerce through to the warehouse and shipping. OzLINK has created value for thousands of customers in industries such as manufacturing, wholesale distribution, and retail.
OzLINK provides integration and automation in the following areas:
- eCommerce – Integrating eCommerce orders from best of breed applications such as Magento, eBay, Amazon, and ChannelAdvisor into a FinancialForce improves order accuracy
- Warehouse – Extending the FinancialForce application to improve warehouse operations improves inventory control, operational costs, more easily supporting growth. OzLINK solutions include bar code scanning, multi-order & master picking, printing labels and documents
- Shipping – OzLINK automates business rules for customers shipping with UPS, USPS, FedEx, OnTrac, DHL Global Mail, Purolator, and Canada Post
Scribe is the leader in CRM data integration solutions, helping businesses maximize their investments in CRM, ERP, industry applications, and other data assets. With over 12,000 customers and 1,000 partners worldwide, Scribe is a proven provider of cost-effective, reliable data solutions that give a competitive advantage to businesses large and small. We offer a wide range of solutions covering cloud, hybrid, and premise integration needs.
Field Service Management
ServiceMax delivers the future of field service, today. With the only complete suite of cloud-based, social and mobile field service solution, ServiceMax gives companies unprecedented capabilities to drive growth, efficiency and customer delight. ServiceMax optimizes everything from contract entitlements to scheduling & workforce optimization, to inventory, parts and reverse logistics and real-time customer and partner portal access. ServiceMax is a pure cloud application so customers are up and running quickly with a low cost subscription model that is completely integrated with their CRM. Customers include large enterprises like DuPont, Electrolux, and Pentair, and smaller companies such as Everyday Wireless and Advanta Clean.
ServiceMax customers can leverage FinancialForce as the financial system of record for their field service business. Closed ServiceMax Work Orders are seamlessly integrated into FinancialForce invoices.
Shift is the most trusted Salesforce consulting partner for media. Shift implements, configures and customizes the world’s #1 Customer Success Platform and CRM for print, digital, broadcast, outdoor and agencies. When you talk to Shift, you benefit from the accumulated experience of 100+ successful engagements with industry leading media companies. Shift is transforming businesses with a fully integrated media management solution that automates key processes, supports cross team collaboration and provides total visibility from insertion order to invoice fulfillment.
Shift’s media solution works seamlessly with FinancialForce, with implementations inside some of the world's largest media companies. Shift’s integrations with ad servers equip media companies with a comprehensive lead to cash workflow, including reconciliation and invoicing within the Force.com platform. Headquartered in Toronto, Canada, with a local presence across North America, Shift provides both remote and onsite service to a global client list.
Trifecta Commerce will enable you to run your business on a unified commerce platform. Streamline of order entry from within Salesforce and sell online with B2B/B2C storefronts in Communities. Trifecta Commerce is a native app that is built upon standard Products, Price Books and Orders to maximize your investment and provide easy integration within the Salesforce.com Platform.
- Eliminates duplication of data and lowers TCO by deploying Commerce with your ERP, Sales Cloud and Service Cloud.
- Features and support for both B2B, B2C and B2B2C commerce.
- Enable eCommerce within Partner or Customer Communities with storefront templates.
Xactly is a leading provider of enterprise-class, cloud-based, incentive compensation solutions for employee and sales performance management. We address a critical business need: to incentivize employees and align their behaviors with company goals. Our solutions allow organizations to make better strategic decisions, optimize behaviors, increase sales and employee performance, improve margins, increase operational efficiencies, mitigate risk, design better incentive compensation plans, and reduce error rates in incentive compensation calculations.
Shipping on Platform
Zencraft is an award-winning company focusing on building shipping applications for Salesforce. Zenkraft currently have FedEx, UPS and USPS shipping apps that allow Salesforce users to process shipments, generate labels and track packages using Chatter.
Zenkraft have over 700 customers and 1000s of users adopt our applications. Our customers range from SMBs to Fortune 500's including Hilton, TicketMaster, Red Bull, Nestle and Lenovo.
Zenkraft’s customers have noted tremendous operational efficiencies by using this application: 50% reduction in time-to-ship, 12x faster shipment tracking and 60% increase in operation efficiency.